Ordering Options

Select the Ordering Options tab.

Minimum Order Value

Enter a value for the order, below which the order is placed on hold. If you attempt to enter an order whose total is less than the minimum order value, the system displays an error message.

Maximum Order Value

Enter a value for the order, above which the order is placed on hold. If you attempt to enter an order whose total is more than the maximum order value, the system displays an error message.

Order Template

Displays a list of items that you order frequently. The system typically groups the items based on the product type, such as fuels, lubricants, and packaged goods.

Item Restrictions

Enter the code that indicates whether restrictions have been placed on the sale of items to this customer. Values are:

Blank: No restrictions.

I: A customer can be sold only those items set up on the Item Restrictions screen.

E: A customer cannot be sold the items set up on the Item Restrictions screen.

Hold Orders Code

Enter the user-defined code (system 42, type HC) that identifies why an order is on hold.

Priority Processing Code

View the code indicates how to handle this customer's orders on a priority basis. Use this value to set up print pick slips so you can print them on a priority basis. The system assign this code from the customer billing instructions. In addition, you can use this code to specify sequence for the backorder print report and automatic batch release programs to release those orders with the highest priority first.

Weight Display U/M (weight display unit of measure)

Enter the user-defined code (system 00, type UM) that identifies which unit of measure the system uses for this customer to display the weight of individual order lines and the order as a whole when you use the order summary form.

Volume Display U/M (volume display unit of measure)

Displays the user-defined code (system 00, type UM) that identifies the unit of measure that the system uses to display volume for this branch/plant. The system inputs a value in this field from Branch/Plant Constants - Page 2 (P410012). You can override this default value.

Print Message

Displays the user-defined code that you assign to each print message. Examples of text messages include engineering specifications, hours of operation during holiday periods, and special delivery instructions.

Customer PO Required

Specify whether the customer must enter a value in the Customer Purchase Order Number field The system edits this field during Sales Order Entry.

Exempt From Credit Hold

Enter the code that indicates whether the customer is exempt from credit checking in the Sales Order Processing cycle. Codes are:

Y: Sales order entry should not check the customer's credit.

N: This customer is not exempt from credit checking. If credit checking is activated through the Sales Order Entry processing options and the customer goes over the limit, the order is put on hold. (You set up a credit limit for the customer in the address book.)

Backorders Allowed

View the option that specifies whether to enable backorders for this item. You can enable backorders for customer using the Customer Billing Instructions program (P03013). When you select this option, the system enables backorders. When you do not select this option, the system does not enable backorders for this item regardless of the backorders code that is assigned to the customer.

Substitutes Allowed

Specify whether the customer accepts substitute items. Enter N to disallow or Y to enable substitutions. The system interprets a blank value as a Y.

COA Print (Certificate of Analysis print)

Enter the code that indicates whether the system prints a Certificate of Analysis for the customer. Values are:

Y: Print the Certificate of Analysis.

N: Do not print a Certificate of Analysis for a specific customer when a Certificate of Analysis report is run for a group of customers.

This feature is activated only when the JD Edwards EnterpriseOne Quality Management system is in use and the Certificate of Analysis is created.

Bypass Audit Logging

Select this option to specify whether to bypass the audit logging process for sales order changes.